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Need help making a dividend focus account for 51 year old Mother
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So far I have done some diversifying but I know that I am no expert. My Mom has a fidelity account with a Rollover IRA, I finally convinced her to get out of the mutual fund she was in, I would like some help making a diverse portfolio for dividends. She says she is going to be maxing out the IRA at $8,500 till she retires( Around 70). Attached is the Account summary and dividend view of her current positions. Any guidance will be greatly appreciated. I hope you have enjoyed the holidays and have a wonderful New year.

Overall positions

Dividend View

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Profile updated: 4 days ago
Posts updated: 2 months ago

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Posted
8 months ago